NEW Onboarding Form

Welcome to Cardsetter!

We look forward to learning more about your project.
*Please complete this step at a computer. Allow 20-30 minutes.

What's covered in this form?
- Business contact information
- Business description
- Feature needs
- Logo and images request
- Design preferences
We encourage you to hit "save" on your form early and often in case it takes a while to complete. That way you can save your work and come back to it later.

Questions? Email us at hello@cardsetter.com
Enter your email address to get started. *
example@example.com

Quality info results in a quality website!
To create an effective website, Cardsetter needs quality info from you!

You know your organization and your customers best, afterall.

Thoughtful, detailed responses to the questions that follow will help produce a website that meets your needs.

Do you agree to provide thoughtful, detailed responses to the questions ahead?

Launch your new website soon!
There's no time like the present! Let's take your vision online!

To accomplish this, it's important that we mutually agree on timely responses to emails and requests for additional information.

Cardsetter responds to emails within 1 business day. We appreciate your commitment to quick response times so your project can move forward.

Do you agree to respond to requests for clarification and additional information in a timely manner?

The Minimum Viable Launch
It's important to get your website online by setting a goal for a minium level of content and functionality, the "minimum viable launch."

We know it's important to improve your website over time with new pages, new content, updated images, new features, and more.

That's why Cardsetter's website plans include a number of "done for you" changes every month. You can grow your website with professional help from the Cardsetter team.

So, let's launch your website with the basics so you can start promoting your business. We'll be here to help you add to it over time.

Business info

Tell us about your business or organization.
Business name *
Business phone number
Please enter a valid phone number.
Business email address
example@example.com
Business Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Would you like your physical address listed on your website?

Yes No

Describe your business or organization. *
What does your business do?
My organization primarily:

Provides services Sells physical products Sells digital products Produces content
Enter your tagline? (e.g. "Just do it." – Nike®)
Provide your social media links below:

facebook.com/
twitter.com/
instagram.com/
pinterest.com/
tiktok.com/
snapchat.com/
linkedin.com/
youtube.com/
Other:
*Now would be a good time to hit "save" to save your work!

Tell us about your customers

Who is most likely to purchase from or work with your organization?
My customers are primarily:

Businesses Individuals / families Both
List each of your customer types with descriptions for each.

Customer type explanation
Who are your customers (or potential customers)?

"Customer types" may be categorized by:
- Different groups of people – "stay at home dads ages 25-45" or "college students in the Pacific Northwest"
- Business types – "medical offices" and "health spas"
- Job titles – "business owners" and "marketing managers"
- Interests – "rock climbers" and "kayakers"
- Other – how do you categorize your customer types? What are your target markets?

Is there anything else you'd like us to know about your customers?

Services

Tell us about your services.
Should your website list pricing for your services?

Yes No
Please list your services below with a description for each.
Please list your services along with a description and price for each.
Where do you provide your services?

Internationally United States A specific region
List the regions where your services are offered.
Is there anything else you want us to know about the service you provide?

Products

Tell us about your products.
How many products do you have?
List your product categories below with a description for each.
List your products.
Do you want to sell your products online?

Yes No
Where do you ship your products?

International United States A specific region
List the regions where your products are shipped.
Is there anything else you want us to know about your products?

Key benefits

List three benefits your customers get by working with or buying from your business. (e.g. "Save time by following our 5 ingredient recipes." "Reduce energy costs with our unique air filters.")
Benefit 1
Benefit 2
Benefit 3

How it works

Describing how your product or service works in a "1, 2, 3..." sequence tells your website visitors "what to expect." They'll feel more comfortable taking the first step. (see examples below)
Describe how your product or service works:

See "how it works" examples
Below are a couple examples of "how it works" content.

Appointments and scheduling

Book meetings, reservations, and more.
Do your customers or clients book appointments, reservations, or meetings with you or your business?

Yes No
Are you already using something for online scheduling/booking? (e.g. Calendly, Acuity, or Square Appointments)

Yes No
What are you using for online scheduling?
Which best describes your scheduling needs:

My clients will choose a time on my calendar for a meeting or consultation. I operate a medical office, spa, salon, health club or similar business with multiple staff clients can book with. My customers will book reservations for my service. Other

Gallery / portfolio

Showcase your work.
Would you like to showcase your work in a gallery or portfolio?

Yes No
Choose the media type(s) you'd like to include.

Images Video Other
Great! We'll reach out to gather the media files in Dropbox or Google Drive.

Testimonials

Include testimonials or reviews from your existing customers.
Do you have testimonials available?

Yes Not yet
Please include a few testimonials here.
Prefer to do this later?

I'll provide testimonials later.

Content

Provide content and helpful resources for your ideal audience.
Which of the following types of content will you include on your website?

Articles or blog posts Videos Podcast None Music Other
Do you currently have media (blog posts, podcasts, videos, etc) to publish to your website?

Yes No. I'm working on this.
Provide links to your podcast, Youtube channel, Soundcloud, or any other places online where your media is available.

Membership / subscription

Charge a subscription for your memberships or other programs.
Do you offer a membership, community, course, or other subscriber-only content?

Yes No
Describe your member or subscriber program:
Does your website need any of the following features to facilitate the program? (check all that apply)

Subscription payments Gated content on the website (behind a login)
Do you currently have the content ready for your program?

Yes No. I'm working on this.

Menu

Include your product and service offerings.
Do you have a food and drink menu that you'd like to feature on your website?

Yes No
Do you have a menu of services that you'd like to feature on your website?

Yes No
Please list your menu items below or upload your menu file (PDF, .docx, .jpg, or .png).
Menu items
File Upload

Upload your menu file.
Cancel of
Prefer to provide your menu later?

I'll provide menu later.

About

Tell us about your organization's background, experience, and people!
How many people are in your organization.
Tell us about your organization's background and expertise (your company bio).
Describe your background and expertise (your bio).
Include bios for the rest of your team.
Prefer to provide team bios later?

I'll provide this later.
Upload profile photo(s) to accompany bios.

Cancel of
Prefer to provide profile photos later?

I'll provide photos later.

Endorsements / Awards / Affiliations

Showcase your achievements and acknowedgements.
Do you have any professional endorsements, awards, affiliations, accreditations, certifications, or degrees that you'd like to list on your website?

Yes No
List your endorsements, awards, and affiliation's here.
Do you have logos or other images that should be displayed with the awards or endorsements you've listed?

Yes No
Upload award or endorsement logos here.

Cancel of
Prefer to provide logos later?

I'll provide logos later.

New website or migration
Is this a new website or are we migrating an existing website to Cardsetter?

New Website Migrate Existing Site
Please provide the link to your existing website.
Which best describes your feelings regarding the migration of your existing website's content?

I want to bring over all of my existing website's content. I'm primarily seeking an updated design and easier to use platform. I want to bring over some of my content but I need to make some changes. I don't want to bring over any of my content. Start this website from scratch.

What do you like about your existing website?
What do you dislike about your existing website?

Domain information
Do you have a domain registered?

Yes No
What is your domain address?
Where is your domain registered?
e.g. Google, GoDaddy

Payments
Do you currently use any of the following payment processors for your business?

Stripe Square Paypal I don't use a payment processor at this time. Other

Design info
Please list any design preferences you have. Examples of websites you like are welcome and appreciated!
Upload your logo and any other images you'd like us to use on your website.

Cancel of

Additional details
Is there anything else your website needs to do that we have not covered in this form?
Is there anything else you'd like us to know about your organization?
Upload any additional files that you feel are relevant to your project.

Cancel of
Should be Empty:

Welcome to Cardsetter!

Quality info results in a quality website!

Launch your new website soon!

The Minimum Viable Launch

Business info

Tell us about your customers

Services

Products

Key benefits

How it works

Appointments and scheduling

E-newsletter

Gallery / portfolio

Testimonials

Content

Membership / subscription

Menu

About

Endorsements / Awards / Affiliations

New website or migration

Domain information

Payments

Design info

Additional details